Services

For those of you wanting to know in fine detail how I can help here it is:

Wills

  • Standard Will

  • Will with distribution to Pilot Trust

  • Agricultural/Business clauses within Will

  • Foreign property

  • Gift of Property

  • 10% charity clause

 

Trusts within Standard Will

  • Discretionary

  • Nil Rate Band Discretionary Trust

  • Children’s Trusts

  • Disabled persons

  • Interest in Possession

  • Agricultural Trust

  • Business Trust

  • Residential Nil Rate Band (RNRB) Trust

Lifetime Trusts - Lifetime Planning

  • Family

  • Business

  • Agricultural

  • Discretionary

  • IIP

  • Disabled

  • Holdover Gift

  • Gift Trust – historical/other assets

  • Personal Injury

  • Pension death benefits

  • Investment probate – deed of assignment & trustee bank account

  • Life Assurance

  • Conveyance for transfer for land/deed of appointment

Lasting Power of Attorney (LPA)

  • Health & Welfare

  • Property & Finance

  • Deed of Revocation

  • Court of Protection Deputyship

  • Advanced Decision

  • LPA Registration

Business Lasting Power of Attorney (LPA)

  • Document

  • Registration

Property Services

  • Conveyancing

  • Severance of Tenancy

  • Trust of Land

  • Declaration of Trust

Deed of Variation (DOV)

  • DOV Preparation

  • Family Trust (DOV)

  • IIP Trust (DOV)

  • Loan Documentation

  • Deed of Assignment

Trust Administration

Deed of Appointment for the following:

  • Assets

  • Beneficiaries

  • Right to income

  • Trustee

  • Investments

  • Life Assurance

  • Loans

 

Additional Trust Administration Services

  • Deed of replacement/removal: Trustee, Beneficiary

  • Loan documentation: Individual to individual, Individual to Trust

  • Trustee Bank Account

  • Declaration of Trust

  • Professional Executor Service

  • Professional Trustee Service

  • Prenuptial Agreements

  • Care Guidance

 

All of the above services are provided in association with Countrywide Tax & Trust Corporation Limited, Kenilworth, Warwickshire 

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